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CoreWeave Must Prove Whether ‘the Revenue Ramp Can Actually Catch Up’ to Its Nearly $100 Billion Backlog, Warns Shay Boloor Ahead of Q2 Earnings
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Article summary
Ahead of Q2 earnings, Shay Boloor warns CoreWeave and NeoClouds must prove if their revenue ramp can catch up to massive $100B AI backlogs.
An excerpt from the original article.
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